Meet our team

Jerry Linebaugh is a licensed fiduciary that supervises the production of plans and advice that are in line with his client’s best interest. Jerry is the founder of the Linebaugh Group Inc, which in mid-2009 he led the firm to adopt the DBA name (Doing Business As) of JLine Financial. 13 years later, he led the firm to adopt the new DBA name of Game Changer Wealth to recognize his risk/reward approach for growth using securities management as well as safe money strategies he continues to offer.

Jerry has continued to refine the process to show retirement-minded folks how they can plan for successful outcomes that, in part, have protection from heavy market losses during volatile decades. One of the most notable recent downturns occurred between 2000 through 2009 now referenced as the “Lost Decade”. The lost decade saw negative returns for many self-directed investors where the unmanaged S&P 500 finished lower than where it started in the previous 10 years. This event was devastating for so many retirees and pre retires so close to retirement, that did not have strategies in place to reduce market losses to protect their retirement goals and dreams. In 2009, Jerry began to expand the firm’s message into civic organizations, colleges, then more recently on TV and Radio. He has been on a mission through education to ensure people can get the guidance they need to help accomplish several goals. First, to avoid unnecessary risks and unnecessary downturn losses while seeking growth. Second, to have time-tested asset classes that have done well, historically, for income in a variety of market conditions. Third and finally, to enjoy a peaceful retirement no matter what the markets are doing in the short term with long-term tax-free concepts and tax efficiency at least offered during the planning process.

Jerry is a member in good standing with the Better Business Bureau, the National Ethics Association, and the Alliance Group, which is a nationwide organization of independent insurance, investment, and estate planning educators and consultants. In early 2019 he founded Game Changer Tax to help his clients receive accurate tax planning advice. Now having both companies under one roof, clients can have state-of-the-art tax planning alongside their wealth management. Jerry’s goal is to get each client into the zero bracket or the lowest bracket possible.

Ashley graduated summa cum laude from Louisiana College with a bachelor’s degree. She joined our team in 2019 and has served many different roles in our firm. Her current role involves managing all client service responsibilities, such as new account opening, transfers, changing asset allocations provided by the firm’s advisors, and ongoing client service requests. Ashley is usually a prospective client’s third point of contact and is our onboarding specialist. She also assists our IT folks as needs arise since so much of what we do in these modern times involves IT-based services. Ashley helps lead our Monday operations meetings with her unique problem-solving abilities and innovative ideas.

Zoe is one of the firm’s longest-employed team members starting in 2009 when Jerry founded the insurance side. She is the first face you see when you walk through our door. Zoe runs the front desk, manages payroll, oversees book-keeping, as well as provides guidance to clients to help ensure all our clients’ needs are being met. Before working for the firm, she successfully completed 27 years of teaching when she lived in Vernon and later Beauregard parish before moving to the Baton Rouge area in 2000. Zoe never fails to put a smile on your face or make you laugh! Her favorite quote is: “Your smile is your logo, your personality is your business card, how you leave others feeling after having an experience with you becomes your trademark.” ― Jay Danziet

Mike comes to us by way of Prostatis Financial Advisors Group, a Registered Investment Advisory Firm we are partnering with and helps the team with complex tax planning for certain clients. After completing his undergraduate studies, Michael Canet attended law school at the Catholic University of America, earning a spot on the Legal Honor Society. He then earned his LLM in taxation from the University of Baltimore. As a Wilson Scholar, Michael made the Who’s Who of American University Students list. As founding member of Prostatis Financial Advisors Group, Michael has built his business and reputation on the stability he provides for his clients for over three decades, establishing four offices covering Baltimore, Washington, Northern Virginia, and Florida. Mike is also a registered representative of Peak Brokerage Services, LLC. His retirement and estate planning carefully allocates clients’ assets, enabling them to retire with the confidence, income and tax-deferred wealth protection they need to create the quality of life they deserve. Using his experience as an estate-planning attorney, Michael spends meticulous hours planning family legacies. His ability to bring clarity to a difficult process provides his clients peace of mind knowing their families will be protected in the future. Michael regularly appears on Forbes, WSJ, USA Today, NBC, CBS, FOX, ABC and over 100 other publications across the country as a leading financial professional. He is the author of two Amazon #1 books, Surviving the Perfect Storm and SuccessOnomics with Steve Forbes. Michael previously hosted “The Savvy Investor,” a television program that appeared on stations WCBM and WRC. In 2011, the governor appointed Michael to the State Board of Individual Tax Preparers as a state regulator. He currently sits on the Board of Maryland Volunteer Lawyer Services as well the University of Baltimore President’s Council Board.

Over 3 decades of technology and R&D experience with current focus in AI and Natural Language processing. He has successfully applied technology to solve business problems and his research on using NLP / ML for deriving News Sentiment has led to the successful launch of StockSnips solutions for the investment industry. We have 3 strategies offered through our platform. They utilize AI to scrape the web from regulatory filings to credible financial news, tracking approximately 1000 stocks. They build a sentiment factor on each company and put together models that buy 30 companies equal weighted that can rebalance with weekly or monthly. Ravi has a Master’s Degree in Computer Science and has been a serial entrepreneur with successful exits including an IPO of SEEC Inc in 1997 a leader in the Application modernization and transformation area. Mr. Koka has worked closely with faculty and students at Carnegie Mellon University and continues to be active in research. He was awarded the Ernst & Young Entrepreneur of the Year award in 1997.

David Young comes to us by way of Foundations Investment Advisors LLC, a Registered Investment Advisory Firm we are partnering with. He has provided investment strategy, portfolio management, and asset allocation for many of the largest and most sophisticated institutional and private investors across the globe. During his 26 years of investment experience, he served as the executive vice president of Pacific Investment Management Company (PIMCO) for fourteen years, retiring in 2008 to pursue teaching opportunities at the Paul Merage School of Business in Irvine, California. As a professor, he currently teaches finance and investment courses there and at the Financial Times Knowledge Programs in the UK, along with CFA exam preparation courses sponsored by CFA societies in California and abroad. From 1999 to 2006, David also served as head of the PIMCO account management group in London, where he built a team of investment professionals managing approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa. David holds the chartered financial analyst (CFA) designation from the CFA Institute, considered by many to be the most difficult test on Wall Street. He also earned an MBA with a concentration in finance from the Paul Merage School of Business, with degrees in economics and political science from the University of California, Irvine. He sits on several non-profit investment committees and boards, including the county-organized health system, CalOptima, serving residents of Orange County, California.

Dr. Schwartz is the Founder & CEO of Actualize Capital where he is combining his passion for finance and experience as machine learning innovator to launch AI-Enhanced Global Macro™ Fund that aims to generate positive risk adjusted returns in all market conditions. Dr. Schwartz received his Ph.D. in Finance from Cornell University and worked as a quantitative researcher at some of the most well-known hedge funds in the world including Citadel Investment Group, Mesirow Financial and Clarion Capital. At these and other financial institutions, Dr. Schwartz developed and implemented trading strategies and innovative portfolio optimization technologies. Over the past two decades, Dr. Schwartz founded and led several organizations including Clicktale, Expand Beyond, and the Technion’s Entrepreneurship Center. As the CEO and co-founder of Clicktale, Dr. Schwartz pioneered the field of Experience Analytics, invented products that combined machine learning and psychological research to enable the “Experience Era” for businesses worldwide. He grew Clicktale to millions in revenues, hundreds of employees and raised over $100m from investors. Dr. Schwartz was a Professor, Visiting Scientist and lecturer at leading universities including Caltech, the Technion – Israel Institute of Technology, DePaul University and Tel-Aviv University. He presented his research at industry conferences and published in leading finance journals. Dr. Schwartz received his bachelor’s degrees in Economics and Mechanical Engineering from the California Institute of Technology (1992) and earned his master’s and doctorate degrees in Finance from Cornell University (1997).

Bradley Roth, is a co-founding principal of Thor. Mr. Roth has over a decade of trading experience, seven years as a professional trading advisor. Prior to his appointment as CIO Brad was managing partner at Sardonyx Capital, a quantitative securities fund. Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which he obtained a bachelor’s degree in business administration. He received the Certified Financial Planner® designation following study at New York University. Brad is a Registered Investment Advisor and he is currently Series 66 and Series 3 examination qualified.

Brandon is a recent graduate from Louisiana State University with a bachelor’s degree in finance. His current role involves being lead in communication helping clients through their estate planning progress, data entry, client services, and a part of the firm’s marketing team assisting at seminar’s where Jerry is a speaker. His goal is to earn his CFP and to absorb as much as possible from the firm’s advisors. He is also an entrepreneur with his own apparel business and a free-lance graphic designer. “As soon as I graduated, I knew I wanted to work for Jerry. In the community, he is highly respected, and I want to learn the most I can from him.”

Highly charismatic and engaging Media and Radio Personality with a proven track record of captivating audiences through captivating storytelling, witty banter, and expert communication skills. Passionate about entertaining and informing listeners, viewers, and readers across diverse media platforms. Adept at connecting with audiences of all demographics, maintaining a strong social media presence, and delivering compelling content. Experienced in conducting interviews, hosting shows, and representing brands with utmost professionalism. Seeking to leverage extensive media experience and exceptional on-air presence to continue entertaining and inspiring audiences worldwide.